Conscientious Clinical Assistant known for high productivity and efficiency in task completion. Possess specialized skills in patient care, medical terminology, and electronic health records management. Excel in communication, teamwork, and empathy, ensuring optimal support to patients and healthcare teams.
Overview
36
36
years of professional experience
Work History
Clinical Assistant II
Cincinnati Children's Hospital
Cincinnati
05.2020 - Current
Schedule all new patient appointments, obtain, receive and abstract prior records. Provide information to the providers seeing the new patients.
Execute completion of all forms for current patients.
Manage all prior authorizations for medications, requests for DME supplies and surgeries.
Work with patients to provide information on resources, referrals and other needs. Work closely with our CHCW and Social work to provide needs for our patients.
Maintain and update our PHO website, updating our patient information. Follow up on Urgent care and ED visits as needed.
Assist Medical Assistants by rooming patients, obtaining vitals, swabbing for tests, running tests, completing hearing and vision screenings.
Provide back up for our medical records when they are not in the office.
Provide back up for our registration team assisting with checking in and out patients and completing all parts of the registration process.
Assist our nurses with Mychart messages.
Obtained my Certified Clinical Medical Assistant certification in 2024. Achieved Exceeded Expectations on past reviews.
Patient Care Coordinator/PCMH Lead
Eastern Hills Pediatrics
Cincinnati
10.2017 - 05.2020
Served as primary contact, advocate, and information resource for patients, families, staff, and community partners, enhancing communication and support.
Completing all requirements for the practice to achieve the NCQA PCMH recognition.
Conducted follow-up with patients after emergency room or urgent care visits to ensure continuity of care and address any concerns.
Track and follow up on all specialty referrals.
Compiled monthly reports, processed prior authorizations, and managed medication appeals to streamline patient care processes.
Contact and complete pre-visit planning with all special needs patients.
Review and abstract all new patient information.
Acted as liaison between Case Management and Eastern Hills.
Update and create all EHP policy procedures and protocols.
Assisted in maintaining medical records, contributing to accurate patient information management.
Agent/Account Manager
American Integrity Insurance Solutions, Inc.
10.2015 - 09.2017
Oversaw day-to-day operations of National agency, writing business across 44 states with multiple carriers.
Solicited and quoted new business for personal and commercial lines, processed change requests, and maintained customer policies.
Managed book rolls and conversions, ensuring smooth transitions and continuity in daily operations.
Administered all carrier accounts by setting up new users and providing training on carrier systems.
I created all training material used to train any new agents that come on board.
Achieved agency appointments with two major carriers.
IT Consultant/Contractor
Smart IT
04.2015 - 10.2015
Responsible for UAT (User Acceptance Testing) for Commercial Lines products for Cincinnati Financial Insurance Company.
Testing was completed state by state with approximately 20-30 test cases for each product.
I also assisted in developing new test cases to use, met all deadlines for testing and assisted other contractors so the new revised programs could be implemented into Cincinnati Financial system on time.
Personal Lines Account Manager
USI Midwest
07.2014 - 04.2015
Customer focused position assisting customers with their insurance needs.
This includes day to day servicing of the accounts in addition to remarketing their accounts to find the best insurance package available for their needs or cross selling to add additional products to round out their accounts.
Responsible for daily review of renewals with a significant rate increase to review options available for the customer.
Responsible for contacting customers who would be impacted by a book roll or book transfer to advise of new coverage obtained for them.
Patient Coordinator/Scheduling
Care Connection of Cincinnati
02.2014 - 07.2014
Promoted to Patient Coordinator.
Receive patient referral intake forms, assign appropriate clinicians, (SN, PT, OT, ST, MSW) based on patient needs and make courtesy calls to the patient regarding the referral.
Work with the field clinicians to assign them to the patient chart, adding clinicians based on any new needs or deleting the clinicians based on patient discharge.
I would also make daily contact with our Skilled nurses to advise on any new wound orders or lab/IV orders for their patients.
Health and Safety Instructor – Part time on call
American Red Cross
Cincinnati
02.2013 - 06.2014
Certified Instructor teaching Adult, Child and Infant CPR, Professional Rescuer, First Aid, AED, Bloodborne Pathogens and babysitter courses.
Taught employees at businesses and also community classes held at various locations.
Therapy Analytics
Care Connection of Cincinnati
11.2013 - 02.2014
Promoted from the field to an internal analyst position.
For this position I would run a weekly report and track therapy visits to our patients done by the Physical, Occupational and Speech therapists to make sure they were compliant with Ohio regulations for Medicare visits.
I would stay in contact with the field staff to make sure they also knew when reassessments for the patients were due and make sure their paperwork was completed in a timely manner.
CNA/Home Health Aide
Care Connection of Cincinnati
05.2013 - 11.2013
Certified CNA assisting patients with personal care needs such as bathing and showering, assisting with ADL’s and providing patience and care.
Experience with patients with Alzheimer’s, Dementia, mentally handicapped, paralysis, surgery recovery and Senior Citizens.
Change Management External Liaison/Trainer
American Modern Insurance Group
Amelia
01.2008 - 12.2012
Trainer responsible for training external and internal partners on our web based platforms, all products, underwriting and system enhancements.
Training included traveling to the agency offices or completing the training through Live Meeting webinars, conducting sessions weekly and monthly to high dollar accounts.
Responsible for seven multi-million dollar Collector Vehicle Specialty accounts and entire East Region of the United States for all products.
Assisted all partners with system related issues daily. This included defect research and resolution, UAT within our system, determining the resolution and communicating that back to the agent.
Communicated with our accounts on any system improvements and soliciting their feedback for future enhancements monthly.
Created training materials and job aids used for our training programs.
Completed IT specific projects and assisting Customer Care with internal associate training as needed.
Lead for our agency reports portal so agents can have electronic access to their production reports.
Profitability Analyst
American Modern Insurance Group
Amelia
01.1998 - 01.2008
Performed audits on our partners’ books of business, traveling to their office to review their audit results or through conference calls with the partners.
Responded to State complaints filed to ensure we were compliant with our programs.
Collector Car Underwriter/Trainer
American Modern Insurance Group
Amelia
01.1998 - 01.2008
Responsible for underwriting the Collector Car new business submissions.
Trained agents how to quote in our Elite rating system.
Involved in the development of our new web based program for quoting the collector vehicle and Motorcycle business.
Additional Experience at American Modern: Point of Sale agent for Casualty business, Commercial Lines Underwriter, Product Analyst for Collector Car, Motorcycle and Watercraft lines
EMT-B
Bethel-Tate Fire Department
Bethel
01.2005 - 01.2007
Responded to dispatched calls to assist patients in need.
Participated in department sponsored trainings and events.
Licensed Agent
State Farm Insurance/Joe Brown Agency
01.1990 - 01.1998
Completed applications with customers for new policies, gathered necessary home details for homeowners insurance, and organized policy review packets for comprehensive insurance evaluations.
Assisted customers with new policies, coverage changes, and policy questions.
Cross-sold products to enhance customer coverage and meet diverse needs.
Executed mass marketing mailings to engage prospects and promote service offerings.
Education
Certified Clinical Medical Assistant -
National Healthcare Association
06-2024
Emergency Medical Technician
University of Cincinnati
Ohio
02-2005
High School Diploma -
Amelia High School
Batavia, Ohio
06-1990
Skills
Epic
NextGen
Cognos
Microsoft Excel
Microsoft Word
Outlook
PowerPoint
Project Office
Competent Leader
Advanced Leader Bronze
Competent Communicator
Advanced Communicator
Awards Recognition
Top Gun Award – awarded out of 100+ professionals for going above and beyond in my position.
Elected President of the Modern Voices Toastmasters Club at American Modern.
Elected Area Governor for Toastmasters International overseeing 5 clubs in the Cincinnati Area.
Community Service
United Way – Silent Auction chairman for 7 years for company campaign raising excess of $14,000.
Professional Development Skills
Competent Communicator & Advanced Communicator designation – Toastmasters International
Competent Leader & Advanced Leader Bronze designations – Toastmasters International
PowerPoint
Microsoft Word
Microsoft Excel
Project Office – various courses
Outlook
Cognos
Epic
Next Gen
Education Certification Qualification
Certified Clinical Medical Assistant
EMT-B Emergency Medical Technician, University of Cincinnati/State of Ohio, Current license